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JPMorgan Core Plus Bond ETF

440 hedge funds and large institutions have $8.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 268 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 64

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 7088 (+18)

22% more capital invested

Capital invested by funds: $6.69B → $8.14B (+$1.45B)

14% more funds holding

Funds holding: 387440 (+53)

2.68% more ownership

Funds ownership: 85.4%88.08% (+2.7%)

Holders
440
Holders Change
+53
Holders Change %
+13.7%
% of All Funds
5.35%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.07%
New
78
Increased
268
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWGC
351
Summit Wealth Group (Colorado)
Colorado
$383K +$385K +8,087 New
KIM
352
Kestra Investment Management
Texas
$382K +$3.19K +67 +0.8%
FIA
353
Foundations Investment Advisors
Arizona
$374K +$376K +7,897 New
TC
354
Trust Company
Kansas
$371K +$372K +7,826 New
RFN
355
RDA Financial Network
Iowa
$370K +$9.37K +197 +3%
WCM
356
WealthTrak Capital Management
Virginia
$366K +$2.62K +55 +0.7%
RIA
357
Regal Investment Advisors
Michigan
$365K +$367K +7,719 New
WAAG
358
Wealth Alliance Advisory Group
Kansas
$365K +$367K +7,709 New
FHC
359
First Heartland Consultants
Missouri
$360K +$35.5K +747 +11%
BAMG
360
Brand Asset Management Group
Missouri
$350K +$352K +7,397 New
SCM
361
Stonehearth Capital Management
Massachusetts
$343K -$17.4K -366 -5%
PGF
362
Plan Group Financial
Oklahoma
$339K +$115K +2,421 +51%
WFG
363
Wills Financial Group
Virginia
$333K +$999 +21 +0.3%
BS
364
BCI Securities
Florida
$330K +$332K +6,971 New
EWA
365
EP Wealth Advisors
California
$309K +$310K +6,523 New
STA
366
Summit Trail Advisors
New York
$309K
CWM
367
Comprehensive Wealth Management
Washington
$308K +$90.7K +1,907 +41%
CL
368
Choreo LLC
Illinois
$303K
MFG
369
Merit Financial Group
Georgia
$299K -$1.52K -32 -0.5%
CCFM
370
Clear Creek Financial Management
Washington
$297K
SCM
371
SOL Capital Management
Maryland
$296K
SWM
372
Silverlake Wealth Management
Vermont
$293K +$618 +13 +0.2%
SAG
373
SageView Advisory Group
California
$289K +$7.28K +153 +3%
SWP
374
Semus Wealth Partners
Florida
$279K +$809 +17 +0.3%
LFAS
375
Level Four Advisory Services
Texas
$279K +$280K +5,882 New